Web-Based Accounting System for OTC Crypto Exchange
Budget: $750 – $1,500 USD
Project Overview
We are looking for a developer to build a web-based accounting system for our OTC crypto exchange. The system will enable manual data entry for transactions, deal tracking, and financial reporting while supporting multi-currency transactions (crypto & fiat).
A key feature is contact management, where all individuals (customers, vendors, or investors) are treated as persons with their own statements. There will be no separate classifications for buyers, sellers, or investors—everyone is a person whose financial interactions (credits, debits, and deals) are tracked and can offset future transactions.
Additionally, we need a simple Telegram bot integration for sending notifications and executing quick commands like /balance, /deal, /credit, /debit, and /report.
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Key Features
1. Person & Contact Management
Every entity (customer, vendor, investor) is categorized as a person with a unified transaction statement.
Track all financial interactions (credits, debits, deals) and allow them to offset future transactions.
2. Deal & Transaction Tracking
Log deals with persons, including crypto type, amount, price, and payment method.
Record standalone transactions (e.g., receiving or paying money/crypto).
3. Product & Multi-Currency Support
Add, edit, and delete cryptocurrencies as products.
Set a base fiat currency and track profit/loss per transaction.
4. Expense Management
Log and categorize business expenses (rent, salaries, utilities, etc.).
5. Financial Reports
Generate key financial reports:
Balance Sheet
Profit & Loss Statement
Cash Flow Summary
Transaction History per Person
Customizable date ranges (daily, weekly, monthly, yearly).
6. Telegram Bot Integration
Send real-time notifications for transactions.
Execute simple commands:
/balance – View account balances.
/deal – Log a new deal.
/credit – Record received payments.
/debit – Record payments made.
/report – Generate a summary report.
7. Security & Data Backup
Encrypted storage for sensitive data.
Local/cloud backups for records.
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Expected Deliverables
✅ Fully functional web-based accounting system
✅ Simple Telegram bot integration for notifications & quick actions
✅ Well-documented source code
✅ Deployment guide & user manual
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Additional Notes
The system should be scalable for future features.
Real-time crypto price API integration is optional.
We are looking for a developer to build a web-based accounting system for our OTC crypto exchange. The system will enable manual data entry for transactions, deal tracking, and financial reporting while supporting multi-currency transactions (crypto & fiat).
A key feature is contact management, where all individuals (customers, vendors, or investors) are treated as persons with their own statements. There will be no separate classifications for buyers, sellers, or investors—everyone is a person whose financial interactions (credits, debits, and deals) are tracked and can offset future transactions.
Additionally, we need a simple Telegram bot integration for sending notifications and executing quick commands like /balance, /deal, /credit, /debit, and /report.
---
Key Features
1. Person & Contact Management
Every entity (customer, vendor, investor) is categorized as a person with a unified transaction statement.
Track all financial interactions (credits, debits, deals) and allow them to offset future transactions.
2. Deal & Transaction Tracking
Log deals with persons, including crypto type, amount, price, and payment method.
Record standalone transactions (e.g., receiving or paying money/crypto).
3. Product & Multi-Currency Support
Add, edit, and delete cryptocurrencies as products.
Set a base fiat currency and track profit/loss per transaction.
4. Expense Management
Log and categorize business expenses (rent, salaries, utilities, etc.).
5. Financial Reports
Generate key financial reports:
Balance Sheet
Profit & Loss Statement
Cash Flow Summary
Transaction History per Person
Customizable date ranges (daily, weekly, monthly, yearly).
6. Telegram Bot Integration
Send real-time notifications for transactions.
Execute simple commands:
/balance – View account balances.
/deal – Log a new deal.
/credit – Record received payments.
/debit – Record payments made.
/report – Generate a summary report.
7. Security & Data Backup
Encrypted storage for sensitive data.
Local/cloud backups for records.
---
Expected Deliverables
✅ Fully functional web-based accounting system
✅ Simple Telegram bot integration for notifications & quick actions
✅ Well-documented source code
✅ Deployment guide & user manual
---
Additional Notes
The system should be scalable for future features.
Real-time crypto price API integration is optional.